Platform URL | https://[enterprise].cvtr.io/v2/forms | ||||||||
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API Endpoints | Not Applicable | ||||||||
Epic |
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Document status |
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Document owner | |||||||||
Technical writers | |||||||||
Related Content | https://convertr.atlassian.net/wiki/spaces/PF/pages/edit-v2/3058532652 |
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Once changes have been made, clicking on the ‘Save’ button will persist the changes to the Title field.
To be updated: Options
2. First Name
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This input type can be used on the form to accept the ‘First Name’ of the lead. When selecting the Type as ‘First Name’, the ‘Name’ and ‘Label’ fields are automatically populated and user can overwrite the same if required.
To be updated: Options
3. Last Name
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This input type can be used on the form to accept the ‘Last Name’ of the lead. When selecting the Type as ‘Last Name’, the ‘Name’ and ‘Label’ fields are automatically populated and user can overwrite the same if required.
To be updated: Options
4. Password
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This input type can be used on the form to accept the ‘Password’. When selecting the Type as ‘Password’, the ‘Name’ field is automatically populated and user can overwrite the same if required. User must provide a ‘Label’ for the input type. The ‘Password’ field masks the input entered by the user as shown in the screenshot above.To be updated: Options
5. Email
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This input type can be used on the form to accept the ‘Email’ of the lead. When selecting the Type as ‘Email’, the ‘Name’ field is automatically populated and user can overwrite the same if required. User must provide a ‘Label’ for the input type.
To be updated: Options
6. Telephone
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This input type can be used on the form to accept the ‘Telephone’ of the lead. When selecting the Type as ‘Telephone’, the ‘Name’ and ‘Label’ fields are automatically populated and user can overwrite the same if required.
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a dropdown to select the Country Code; ‘United Kingdom’ is selected by default. User can select the country code from the dropdown.
text field to provide the telephone number
To be updated: Options
7. HiddenInput
This input type is for adding fields to the form, which should not be visible to the user.
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The user must provide a ‘Name’ for the hidden input field. The fields ‘Required’, ‘Label’, ‘Placeholder’, and ‘CSS Class’ are disabled for this input type.
To be updated: Options
8. Optin
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To be updated: Description, Options, Privacy policy hyperlink8. Opt in
This input type is used when we want the user to agree to the terms and conditions and to Opt in to receive emails, messages etc. When this input type is selected, the ‘Name’ and ‘Label’ fields are auto populated and the user can overwrite them. This input type can be marked as required but cannot have a placeholder.
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By clicking on the ‘Settings’ icon and selecting the ‘Choices’ tab, the below modal opens, where the user can either import or manually add the list of options to be displayed for the user to opt in, on the form.
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In the above image, Label is the name that will be displayed on the form as an opt in item and Value is the value that will be passed when the user selects the checkbox associated with an opt in option.
The values added via the settings modal can be seen on the form preview.
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By clicking on the ‘Settings’ icon and selecting the ‘Options’ tab, the below modal opens, where the user can specify the terms & conditions and opt in choices, to be shown on the form.
E.g. In the below image:
‘terms’ is the Key that has an associated Value, which is the terms and conditions that will be displayed to the user, such as: ‘I accept that the data provided on this form will be processed, stored, and used in accordance with the terms set out in our privacy policy.' (link to the privacy policy can be provided within the 'Value’ field using html code.)
‘contact_choice’ is the Key that has an associated Value, ‘Preferred contact method:', below which the choices added/imported in the 'Choices’ tab will be displayed, such as: SMS, email, etc.
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